iShares Core U.S. Aggregate Bond ETF $AGG Shares Purchased by Octavia Wealth Advisors LLC

Octavia Wealth Advisors LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.8% in the fourth quarter, HoldingsChannel.com reports. The firm owned 288,966 shares of the company’s stock after acquiring an additional 18,353 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for approximately 2.8% of Octavia Wealth Advisors LLC’s investment portfolio, making the stock its 10th biggest holding. Octavia Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $28,862,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in AGG. Mercer Global Advisors Inc. ADV boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 17.5% in the third quarter. Mercer Global Advisors Inc. ADV now owns 33,227,135 shares of the company’s stock worth $3,331,020,000 after purchasing an additional 4,942,715 shares during the period. Constellation Investments Inc. raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 70.2% during the 4th quarter. Constellation Investments Inc. now owns 7,062,919 shares of the company’s stock worth $705,444,000 after purchasing an additional 2,914,000 shares during the period. Bank of America Corp DE raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 5.5% during the 3rd quarter. Bank of America Corp DE now owns 46,326,160 shares of the company’s stock worth $4,644,198,000 after purchasing an additional 2,423,410 shares during the period. United Services Automobile Association raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 70.1% during the 2nd quarter. United Services Automobile Association now owns 5,022,980 shares of the company’s stock worth $498,280,000 after purchasing an additional 2,069,200 shares during the period. Finally, Raymond James Financial Inc. raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.5% during the 3rd quarter. Raymond James Financial Inc. now owns 79,246,704 shares of the company’s stock worth $7,944,482,000 after purchasing an additional 1,911,414 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.2%

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $99.52 on Tuesday. The business’s 50 day simple moving average is $99.92 and its 200-day simple moving average is $100.15. The stock has a market capitalization of $135.79 billion, a price-to-earnings ratio of 124.57 and a beta of 0.27. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $96.66 and a twelve month high of $101.46.

iShares Core U.S. Aggregate Bond ETF Profile

IShares are index funds that are bought and sold like common stocks on national securities exchanges as well as certain foreign exchanges. iShares are attractive because of their relatively low cost, tax efficiency and trading flexibility. Investors can purchase and sell shares through any brokerage firm, financial advisor, or online broker, and hold the funds in any type of brokerage account.